If the recession has already ended as evidence suggests, then the next six to twelve months may offer an opportunity for investors.
Stocks were higher both six and twelve months after the end of nine out of the ten recessions („49, „54, „58, „61, „70, „75, „80, „82, „91, „01). The exception was 2001. However, the slope of the S&P 500‟s 200-day moving average never turned positive in 2001, which is not the case in 2009. Commodities historically have performed well following recessions.
http://ciovaccocapital.com/CCM%20ASD%20AUG%202009%20PDF.pdf
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